AI Receptionist for
Follow Up Boss
Connect Follow Up Boss to your AI chat agent to recognize existing contacts and read deal status on web chat, Facebook, Instagram, and WhatsApp.
How It Works
Get your Follow Up Boss AI Receptionist up and running in minutes.
Log into the Client Portal and assign Follow Up Boss to any agents that need it.
Configure the integration settings and integration prompt in the FONE app.
Your AI starts recognizing known contacts on chat and answering with live Follow Up Boss context; new-lead details are handed to your team.
Key Features
Everything your AI needs to handle Follow Up Boss inquiries like a pro.
Contact Search
Your AI searches Follow Up Boss contacts by phone, email, or name and reads the profile — lead source, assigned agent, tags, stage, and interaction history — so a returning lead is recognized.
Deal Context
Your AI reads deal data — property address, stage, price, closing date — so a client asking about their transaction gets an accurate update.
New-Lead Capture
A new caller's name, number, and interest are captured and handed to your team so they land in your pipeline. Your AI does not create the Follow Up Boss record itself.
Read-Only by Design
The Follow Up Boss integration reads your CRM; it does not create leads, log activities, or assign agents. New details from a conversation are handed to your team.
AI Receptionist for Follow Up Boss Example Prompts
Copy and paste these prompts into your Follow Up Boss AI Receptionist prompt box to get started quickly.
"When someone calls asking about buying or selling a home, collect their name, email, phone, and what they are looking for — budget, neighborhood, property type. Create a new lead in Follow Up Boss and tag them as a phone inquiry. Let them know an agent will reach out shortly."
Example 2 — Existing Client Lookup:
"If a caller says they are already working with one of our agents, look them up in Follow Up Boss by phone or name. Check who their assigned agent is and either transfer the call or take a detailed message for that agent."
Example 3 — Showing Request:
"When a lead calls wanting to see a property, look up their record in Follow Up Boss, note which property they are interested in, and create a task for their assigned agent to schedule a showing. Confirm with the caller that their agent will reach out within a few hours to arrange a time."
See It in Action
Here's how your AI Receptionist for Follow Up Boss handles a real conversation.
Hi, I saw a listing at 742 Maple Drive and I want to schedule a showing.
I'd love to help! Can I get your name and the best number to reach you?
Alex Rivera, and this number is fine.
Great, Alex — 742 Maple Drive is a 4-bed, 3-bath listed at $485,000. I'll pass your details to Karen, our listing agent for that property, so she can reach out to set up a showing. Anything specific you'd like her to know about what you're looking for?
Frequently Asked Questions
Built for Real Estate Professionals
Your AI receptionist answers buyer and seller calls, qualifies leads, and captures every inquiry — so no opportunity goes to voicemail.
For your firm
- Capture every lead. Buyer and seller calls are answered 24/7 and written to your CRM.
- Stay in showings. Routine inquiry calls are handled while you're with clients.
- Qualified handoffs. New leads are captured with the details you need to follow up fast.
For your clients
- Always answered. Inquiries get a real response any time, not a voicemail.
- Fast information. Listing and availability questions answered on the spot.
- Quick follow-up. Details are captured and routed so nothing is lost.